The Marin County Estate Planning Council is an interdisciplinary organization for professionals involved in estate planning.

 

The Council strives to promote knowledge and interest in estate planning and related subjects, to provide a forum where estate planning professionals may exchange views and become better acquainted with one another and their work, to foster intelligent cooperation, and to promote a better understanding of how the work of each relates to that of the other.

 

Next Meeting: November 13, 2019


STEVE DEVEREAUX, CYNTHIA BONAVIA & BRAD ROGERSON
Opportunity Zone Qualifications and Benefits: A PANEL DISCUSSION

Sponsored by Homa Rassouli, reverse mortgage specialist..


About

Find out who we are and what we do.

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events

We hold five bi-monthly meetings per year. View the schedule and the topics.

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membership

Interested in becoming a member? 

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find a professional

MCEPC members include professionals in the following categories: accountants, attorneys, charitable planners, fiduciaries, financial planners, investment advisors, and insurance.

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Welcome to our newest members!

Bob thorne, jannisse hull CPAs